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Montag & Associates’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Montag & Associates’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,118
Closed -$53K – 897
2022
Q2 		$53K Hold
1,118
– – ﹤0.01% 517
2022
Q1 		$53K Hold
1,118
– – ﹤0.01% 548
2021
Q4 		$55K Hold
1,118
– – ﹤0.01% 556
2021
Q3 		$55K Buy
+1,118
New +$55K ﹤0.01% 553